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Processes bookkeeper Excel/CSV exports into categorized spending, budget comparisons, variance analysis, runway calculations, and burn rate trends. Useful for month-end financial reviews.
How this skill is triggered — by the user, by Claude, or both
Slash command
/operator-skills:monthly-financialsThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
This skill is being generalized for public release. It will help you:
This skill is being generalized for public release. It will help you:
Input: Monthly financials export (Excel/CSV from your bookkeeper)
Output:
For month-end financial processing:
/coach to help analyze the dataCheck back for the generalized version, or watch the repo for updates.
This skill is being adapted from a company-specific implementation. ETA: TBD
npx claudepluginhub dazuck/operator-skills --plugin operator-skillsAnalyzes budget vs actual variances in Excel spreadsheets with automated drill-down, root cause identification, materiality thresholds, and waterfall charts for executive reporting.
Guides Fondo monthly bookkeeping close: answer CPA categorization questions, review financial statements (P&L, balance sheet, cash flow), and handle errors for month-end reporting.
Calculates business cash runway in months at current burn rate using gross/net burn from spending summaries and transactions. Outputs scenarios (current, lean, growth), trends, and cash-out dates.